Four clients from last year, what they asked for and what changed (sample case notes).
Case notes
Short and plain: the problem, the work and the result the client noticed (sample).
Design studio, 14 people
They asked
A plan everyone could find
We did
Two planning days and a shared calendar
What changed
Quarterly goals on one page, reviewed every Monday
Dental practice, 9 people
They asked
Fewer missed bookings
We did
Front desk routines and a reminder rule
What changed
A calmer front desk and a shorter waiting list
Two-person agency
They asked
Help with the first hire
We did
Job description, interviews, first-week plan
What changed
A designer who stayed past the first year
Print shop, 12 people
They asked
Three new team leads
We did
Workshops and six coaching sessions each
What changed
Weekly one-to-ones that actually happen
We had twelve people and no plan anyone could find. After six weeks we had one page on the kitchen wall, a Monday meeting that ends on time and a new starter who knew where everything was on day one.
Sample client
Owner of a print shop, 12 people (sample)
Talk to the front desk
One conversation, about an hour, free and without a proposal at the end unless you ask for one. Tell us what is going on and we tell you honestly whether we can help.